Are you serious about becoming a confident, competent virtual bookkeeping professional? If the answer is yes, then you need to be willing to invest the time and money necessary to raise your skill level. Where can you get virtual bookkeeping training? Well, that’s what I want to discuss in this blog post. I recently put […]
Archives for May 2020
Ten Rules for Retirement Investing
[embedded content] Shout to Tony, who is in many ways the heart and soul of our firm, just a relentless crusader for what’s right and just in our industry. These are great rules to invest by. Don’t play yourself, subscribe to The Compound now!
Shooting at U.S. Navy air station in Texas was ‘terrorism related,’ FBI says
U.S. Navy Security Forces, Naval Criminal Investigative Service, and Texas Department of Safety personnel discuss details of an investigation after a vehicle unlawfully entered the base, Feb. 14, 2019 at Naval Air Station Corpus Christi, Texas. Anne Owens | U.S. Navy photo WASHINGTON — The FBI said the Thursday morning shooting at U.S. Naval Air […]
How to rebuild your book after going indie
It’s not every day that a tenured financial advisor starts from scratch mid-career, but that’s exactly what Melissa Brennan did. Brennan, 52, left her firm at the end of January to rebuild a book of business. Her client count? Six. “It’s terrifying,” she says. Nothing ended up as she originally planned — particularly because of […]
ON Semiconductor Appoints Bernie Colpitts, Jr. as Chief Accounting Officer – Olean Times Herald
PHOENIX, Ariz.–(BUSINESS WIRE)–May 21, 2020– ON Semiconductor (NASDAQ: ON ), driving energy efficient innovations, today announced the appointment of Bernard (“Bernie”) R. Colpitts, Jr. as chief accounting officer of ON Semiconductor Corporation and its wholly-owned subsidiary, Semiconductor Components Industries, LLC (“SCILLC”), and vice president, finance of SCILLC. Colpitts was previously senior vice president and chief […]
Long Tail Analysis: A New Hope in the Cybercrime Battle
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LPL-AdvicePay deal shows embrace of fee-for-service planning
LPL Financial is providing financial advisors access to AdvicePay, a payment processing technology developed by XY Planning Network founders Michael Kitces and Alan Moore to help them directly invoice clients and accept online payments for financial planning services. Advisors can use AdvicePay to collect one-time and hourly fees for services beyond asset management, or set […]
SEC amends disclosure rules for acquisitions and disposals
The SEC voted to adopt amendments to its rules and forms for disclosing financial information about acquired or disposed businesses. The changes are intended to improve information for investors, facilitate more timely access to capital, and reduce the complexity and costs of preparing the disclosure. The new rules and forms are designed to help registrants […]
Broadway producers sue UBS, alleging negligence in fraud case
Two theater production companies are suing UBS, accusing the bank of negligence that permitted fraudsters to allegedly swindle them out of the $3.5 million they had raised to mount two Broadway musicals. The companies — Player to be Named Later and Smokey Joe’s Café Broadway Revival — accuse UBS of breach of fiduciary duty and […]
The PPP Loan Forgiveness Application
On Friday, May 15, 2020, the U.S. Small Business Administration, along with the Department of the Treasury released the Paycheck Protection Program (PPP) Loan Forgiveness Application. The form, which includes instructions, along with a list of documents that must be submitted with the application, relates to applications of forgiveness of PPP loans, consistent with the […]